We've made it easy to update mortgage details - you can update the rate and more in a few quick clicks!
Here's a video that will show you how to make updates to a client's mortgage in Ownwell:
Important: Once a client (and their mortgage details) have been added to Ownwell any edits should be made directly in the Ownwell platform.
For example, when importing via an API, the import is a one-way snapshot in time. Any changes in a submission platform will not sync back to Ownwell after the initial import
Learn better with written Instructions? Check out the steps to update mortgage details below:
1. Login to Ownwell
2. Find the Client File - Who would you like to update mortgage details for? You can find clients through the search bar, client list, and filters.
3. Once you click into the client's file, select client details
4. If you'd like to edit the rate, rate type, lender, closing date, mortgage amount, amortization, term, payment frequency, or compounding period - click into the Original Mortgage Tab and click edit.
5. If you'd like to edit the client's outstanding balance or their last mortgage payment amount - click into the Current Mortgage tab and click edit
6. Anytime you make changes be sure to click save! Your client's file is now updated and any relevant calculations will update as well 🎉
